Institutional Investors Identify AI, Energy Transition and Deglobalization as Key Megatrends Reshaping Investment Strategy
Publish Date: 2026-02-04 07:00:00
Source Domain: www.prnewswire.com
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AI as Dominant Megatrend: Nearly 63% of institutional investors identify AI as the top megatrend influencing their investment decisions over the next five years. An overwhelming 96% of global institutional investors are investing in AI-related opportunities.
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Portfolio Adjustments Due to Trade and Geopolitical Factors: Almost all (91%) survey respondents made significant portfolio changes in 2025 due to impacts from trade, tariff, and geopolitical events; many reallocated towards sectors like AI technology, alternative credit, private equity, energy, cybersecurity, and healthcare.
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Increased Private Market Allocations: 81% of investors plan to boost allocations to private markets over the next five years, citing advantages such as diversification, enhanced income generation, and better risk-adjusted returns.
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Energy Transition Focus: There’s a shift from viewing energy as a risk to seeing it as an opportunity, with nearly two-thirds (64%) believing that the growth in energy demand presents strong opportunities for clean energy investments.
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Diversification Drives Investment Strategies: Investors are not only diversifying within private markets but also outside developed markets; a significant number plan to invest more in emerging market debt.
